See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,701 | $117,381+6.2% | $99,443+25.4% | $152,861-18.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 37.96% | 31.87%+6.1pp | 30.72%+7.2pp | 345.32%-307.4pp |
| Employer contribution / active EE | $1,224 | $3,013-59.4% | $2,540-51.8% | $4,762-74.3% |
| Participant deferral / active EE | $9,650 | $4,086+136.2% | $3,619+166.7% | $5,850+65.0% |
| Admin fee / account holder | $700 | $7,631-90.8% | $6,250-88.8% | $11,596-94.0% |